Plan Terminations

1,069 topics in this forum

1. Partial Plan Termination?

   By Belgarath, May 15, 2017
   • 1 reply
   • 653 views
   • 
   • K2retire
   • May 15, 2017

2. Partial Plan Termination?

   By Dougsbpc, October 2, 2007
   • 4 replies
   • 2.7k views
   • 
   • Dougsbpc
   • October 16, 2007

3. Partial Plan Terminations

   By ishi, June 12, 2009
   • 0 replies
   • 1.4k views
   • 
   • ishi
   • June 12, 2009

4. Partial Plan Terminations

   By Belgarath, May 21, 2024
   • 3 replies
   • 1k views
   • 
   • Belgarath
   • May 22, 2024

5. Partial termination

   By pmacduff, April 26, 2016
   • 6 replies
   • 1.4k views
   • 
   • pmacduff
   • April 27, 2016

6. Partial Termination

   By jkharvey, August 11, 2002
   • 3 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • August 14, 2002

7. Partial Termination

   By Randy Watson, July 24, 2009
   • 5 replies
   • 2.7k views
   • 
   • ishi
   • July 29, 2009

8. Partial Termination

   By david rigby, September 4, 2002
   • 12 replies
   • 4.7k views
   • 
   • david rigby
   • August 25, 2011

9. Partial Termination

   By MarZDoates, November 4, 2005
   • 1 reply
   • 1.8k views
   • 
   • david rigby
   • November 4, 2005

10. Partial Termination

    By Christine Roberts, April 15, 2003
    • 12 replies
    • 4.8k views
    • 
    • Belgarath
    • September 25, 2006

11. Partial Termination - 100% Vesting Question

    By MarZDoates, May 24, 2017
    • 7 replies
    • 4.5k views
    • 
    • SavingsRUS
    • June 20, 2017

12. Partial Termination - Vesting Requirements

    By Basil, June 15, 2021
    • 0 replies
    • 352 views
    • 
    • Basil
    • June 15, 2021

13. Partial Termination - Who Vests?

    By Guest CHUDS100, May 14, 2009
    • 11 replies
    • 5.3k views
    • 
    • Hojo
    • July 8, 2013

14. Partial Termination (yet again)

    By jkharvey, March 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 2, 2010

15. Partial Termination & Economy

    By Guest dhall, October 18, 2010
    • 4 replies
    • 1.3k views
    • 
    • movedon
    • October 19, 2010

16. partial termination and rehires

    By DPL, August 4, 2010
    • 2 replies
    • 1.5k views
    • 
    • DPL
    • August 5, 2010

17. Partial termination distributions and timing

    By Guest pjz1234, April 4, 2014   

    • partial plan termination
    • Form 5300
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • Form 5300
      • Form 5301
    • 8 replies
    • 4.5k views
    • 
    • Lou S.
    • April 4, 2014

18. Partial Termination in Merger

    By Guest BWORC, August 5, 2008
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 6, 2008

19. Partial Termination Issue

    By Hoard1, May 8, 2000
    • 1 reply
    • 2k views
    • 
    • Bill Berke
    • May 8, 2000

20. Partial Termination?

    By stephen, February 20, 2004
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • February 20, 2004

21. Partial terminations

    By Guest Salvador A Mander, February 2, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • February 2, 2010

22. Partial Terminations

    By Guest Sabadee!, July 24, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 24, 2008

23. Participant loans from a terminated plan waiting on an IRS determinati

    By Guest acathcart, June 15, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 15, 1999

24. Participant terminated in plan year of termination. Fully vest?

    By Lori H, January 27, 2014
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • January 28, 2014

25. Participant's Death While Plan is Terminating

    By 401 Chaos, August 4, 2014
    • 2 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • August 5, 2014

26. Participants Failing to Fill Out Distribution Paperwork

    By Madison71, October 1, 2009
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • October 2, 2009

27. Participants reappear after plan termination

    By Carol V. Calhoun, May 25, 2017
    • 7 replies
    • 1.3k views
    • 
    • waid10
    • December 19, 2017

28. Participating Annuity Contracts in DB plan termination

    By Guest meggie, December 12, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 12, 2000

29. Partnership Dissolution - Safe Harbor 401(k) Plan

    By JRN, February 6, 2021
    • 1 reply
    • 577 views
    • 
    • Bird
    • February 8, 2021

30. Paying account for terminated plan

    By FJR, July 3, 2003
    • 7 replies
    • 1.7k views
    • 
    • FJR
    • July 9, 2003

31. paying out amounts greater than $ 1000 in terminated plan

    By Guest anne1, December 28, 2005
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • December 28, 2005

32. Paying surrender penalties with forfeitures?

    By Lori H, September 11, 2014
    • 4 replies
    • 2.5k views
    • 
    • Peter Gulia
    • September 12, 2014

33. Payment of Fee from Excess Assets

    By Guest merlin, March 26, 2004
    • 1 reply
    • 1.3k views
    • 
    • No Name
    • March 26, 2004

34. Payment of FIT withholding, business no longer exists

    By CLE401kGuy, November 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 11, 2011

35. Payment of Plan Termination Expenses

    By richard, June 25, 1999
    • 2 replies
    • 3.1k views
    • 
    • Kirk Maldonado
    • June 26, 1999

36. Payment of Termination Expenses

    By chris, October 7, 2003
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • October 7, 2003

37. Payment Options for a Terminated Plan

    By Guest Sara H, August 26, 1999
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • August 26, 1999

38. Payment options for retirement fund if terminating employment

    By Guest Rhonda, February 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Lynn Campbell
    • February 18, 2000

39. PBGC - Missing Participant - attach B

    By Guest JBY, November 19, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 19, 2010

40. PBGC 500 - excess assets to be transferred to QRP - qualified replacement plan - help with completion

    By Jakyasar, March 4, 2021
    • 2 replies
    • 767 views
    • 
    • Jakyasar
    • March 5, 2021

41. PBGC action in lieu of termination

    By Guest CURUGBY, October 6, 2003
    • 5 replies
    • 1.6k views
    • 
    • IRC401
    • October 13, 2003

42. PBGC Assumption of Plan

    By Guest Tad77, May 22, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 22, 2009

43. PBGC audit

    By thepensionmaven, December 8, 2000
    • 0 replies
    • 1.7k views
    • 
    • thepensionmaven
    • December 8, 2000

44. PBGC audit briefly resurrects plan

    By SheilaD, April 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • April 4, 2012

45. PBGC benefit calculations

    By Guest swcpec98, November 4, 2009
    • 0 replies
    • 997 views
    • 
    • Guest
    • November 4, 2009

46. Pbgc coverage and final contribution

    By Earl, August 14, 2004
    • 5 replies
    • 2.4k views
    • 
    • SoCalActuary
    • August 24, 2004

47. PBGC Form 500- DB plan termination

    By Guest Teddie, September 11, 2007
    • 4 replies
    • 2.5k views
    • 
    • D Syrett
    • December 10, 2007

48. PBGC form 501 - how to reflect excess assets

    By Jakyasar, October 19, 2021
    • 2 replies
    • 971 views
    • 
    • Jakyasar
    • October 19, 2021

49. PBGC Guarantees

    By PJ2009, April 28, 2009
    • 1 reply
    • 1.1k views
    • 
    • PJ2009
    • May 7, 2009

50. PBGC Missing Participant for DC Plans - any update?

    By mwyatt, October 28, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 8, 2009